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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

113 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 9

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

18% more funds holding

Funds holding: 96 → 113 (+17)

0% more capital invested

Capital invested by funds: $504M → $505M (+$625K)

2.47% less ownership

Funds ownership: 72.77% → 70.3% (-2.5%)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
66
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIC
Sigma Investment Counselors
Michigan
+$13.6M
2
PPWM
PFG Private Wealth Management
Florida
+$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.08M
4
CIA
Capital Investment Advisors
Georgia
+$4.92M
5
Bank of America
Bank of America
North Carolina
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$70.3M
2
FIB
First Interstate Bank
Montana
-$3.77M
3
JWCA
J.W. Cole Advisors
Florida
-$1.16M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$907K
5
JP Morgan Chase
JP Morgan Chase
New York
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Sabal Trust
Florida
$4.46M +$462K +18,260 +12%
PA
27
Parallel Advisors
California
$4.4M -$528K -20,889 -11%
BEI
28
Benjamin Edwards Inc
Missouri
$4.26M +$214K +8,474 +5%
4FG
29
4Thought Financial Group
New York
$4.21M +$79.7K +3,151 +2%
JIR
30
James Investment Research
Ohio
$4.01M -$166K -6,579 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.77M +$586K +23,170 +19%
Jane Street
32
Jane Street
New York
$3.48M +$3.44M +136,191 New
PA
33
Probity Advisors
Texas
$3.26M +$184K +7,267 +6%
VVP
34
Venture Visionary Partners
Ohio
$3.14M +$55.7K +2,202 +2%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.07M +$135K +5,335 +5%
EPW
36
Evergreen Private Wealth
Colorado
$3.04M +$47.2K +1,865 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.56M +$195K +7,701 +8%
MSRI
38
Michael S. Ryan Inc
New York
$2.36M +$2.33M +92,303 New
SHA
39
Seneca House Advisors
Virginia
$2.3M +$22.9K +906 +1%
SWMG
40
Signature Wealth Management Group
Georgia
$2.21M +$155K +6,128 +8%
SP
41
Stonebrook Private
Michigan
$2.14M +$141K +5,567 +7%
MSWM
42
McGlone Suttner Wealth Management
Wisconsin
$2.12M +$23.4K +925 +1%
Mariner
43
Mariner
Kansas
$1.98M +$85.7K +3,389 +5%
ACS
44
Archford Capital Strategies
Illinois
$1.97M +$40.8K +1,614 +2%
MA
45
MCF Advisors
Kentucky
$1.84M +$112K +4,443 +7%
Citadel Advisors
46
Citadel Advisors
Florida
$1.79M +$1.77M +70,056 New
LPL Financial
47
LPL Financial
California
$1.7M +$593K +23,440 +54%
WMWM
48
Wilkins Miller Wealth Management
Alabama
$1.68M +$47.2K +1,867 +3%
EC
49
Estate Counselors
Wisconsin
$1.64M +$46.5K +1,840 +3%
QFA
50
Quantum Financial Advisors
California
$1.55M +$1.53M +60,663 New
1
2
3 4 5

IBDY Hedge Fund Activity: Q1 2025 in Review

113 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q1 2025, worth a combined $505M — up 0.12% from $504M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDY positions and 8 closed out — a net gain of 18 holders — while 66 added to existing stakes and 9 trimmed.

The largest buyer was Sigma Investment Counselors, adding an estimated $13.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $70.3M sold.

  • 113 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2025, up from 96 in Q4 2024.
  • Funds reported $505M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2025, up 0.12% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q1 2025 and 8 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q1 2025 was Sigma Investment Counselors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2025.